Latest Institutional Transactions on Novartis Ag (NVS)
This table provides information on the latest institutional transactions involving Novartis Ag (NVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-2K- 34.55% |
$149K - $175K
|
3.79K
$380K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
588+ 6.46% |
$43.9K - $51.3K
|
9.7K
$972K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-17- 22.08% |
$1.27K - $1.48K
|
60
$6.01K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-138- 4.95% |
$10.3K - $12K
|
2.65K
$266K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
518+ 1.57% |
$38.6K - $45.2K
|
33.6K
$3.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-512- 4.64% |
$38.2K - $44.7K
|
10.5K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
25KNew |
$1.87M - $2.18M
|
25K
$2.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
102New |
$7.61K - $8.9K
|
102
$10.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 6.47% |
$5.6K - $6.54K
|
1.09K
$109K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-223- 5.66% |
$16.6K - $19.5K
|
3.72K
$373K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.96KNew |
$444K - $520K
|
5.96K
$597K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-125- 61.58% |
$9.33K - $10.9K
|
78
$7.82K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-196- 31.21% |
$14.6K - $17.1K
|
432
$43.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$12.8K - $15K
|
172
$17.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
320New |
$23.9K - $27.9K
|
320
$32.1K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-312- 0.6% |
$23.3K - $27.2K
|
51.3K
$5.14M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
30.3KNew |
$2.26M - $2.64M
|
30.3K
$3.04M
|
|
| Q2 2022 | |||||||
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
371+ 9.02% |
$29.9K - $34.8K
|
4.48K
$449K
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.93KClosed |
$236K - $274K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 3.93% |
$2.82K - $3.28K
|
855
$85.7K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.94KClosed |
$237K - $276K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$212K - $246K
|
2.63K
$263K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06KClosed |
$85.3K - $99.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-554Closed |
$44.6K - $51.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 2.27% |
$80.5 - $93.8
|
45
$4.51K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-35Closed |
$2.82K - $3.28K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$3.91K
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
2.14K+ 4.76% |
$173K - $201K
|
47.1K
$4.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-60- 9.2% |
$4.83K - $5.63K
|
592
$59.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-7.7KClosed |
$620K - $722K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.21KClosed |
$97.5K - $114K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-337- 2.71% |
$27.1K - $31.6K
|
12.1K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-3.2KClosed |
$258K - $300K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.53KNew |
$203K - $237K
|
2.53K
$253K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-85Closed |
$6.84K - $7.97K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-15.3K- 20.41% |
$1.23M - $1.43M
|
59.5K
$5.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-27Closed |
$2.17K - $2.53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-72.1KClosed |
$5.81M - $6.76M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$3.91K
|
|
|
Aug 11, 2022
Q2 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.71K- 11.37% |
$299K - $348K
|
28.9K
$2.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 46.15% |
$966 - $1.13K
|
38
$3.81K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$80.5K - $93.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-19- 2.01% |
$1.53K - $1.78K
|
925
$92.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.08K+ 9.02% |
$167K - $195K
|
25.1K
$2.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-308KClosed |
$24.8M - $28.9M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.34KClosed |
$350K - $407K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
79+ 1.94% |
$6.36K - $7.41K
|
4.15K
$416K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
500+ 19.61% |
$40.3K - $46.9K
|
3.05K
$306K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.02KClosed |
$81.8K - $95.3K
|
0
$0
|
|